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Strategic Advisor Blog

Posts Categorized: Packaging and Selling Advisory Remove Filter

Monetizing Client Advisory Services: 3 Easy Wins
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Monetizing Client Advisory Services: 3 Easy Wins

Client advisory services, like any other offering in an accounting practice, must be profitable to be worthwhile for your business. At the same time, Strategic Advising, or client advisory services, have the distinction of being the most open-ended type of work you can do in the spectrum of public accounting. This might seem like a […]

Balancing Strategic Advising and Business Plan Writing
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Balancing Strategic Advising and Business Plan Writing

I am often asked during LivePlan training sessions: “When should I do a full business plan for my client, and how do I charge for it?” It’s a great question because it gets to the heart of advisory services. Advisory services, done right, do not involve writing a traditional business plan.